SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Pump's daily trading recs, emphasis on short selling -- Ignore unavailable to you. Want to Upgrade?

To: The Reaper who wrote (3513)7/9/2001 8:44:50 PM
From: postyle  Respond to of 6873
 
kkirby,

IDCC's biggest revenues come from Nokia (#1) and Sharp (#2). Then the next tier of rev's from Asian licensees.

The Asians have held a different payment schedule for the last so many years, but I heave learned that is in the process of changing to standardized reporting periods.

Also, keep in mind a big source of revenue - NEC, a licensee - is currently in arbitration with IDCC for an alleged under-reporting of product sales.

There is also outstanding litigation with ERICY (since the early 90's) for TDMA patent infringement.

Hope this helps and best of luck.



To: The Reaper who wrote (3513)7/9/2001 9:56:04 PM
From: Michail Shadkin  Respond to of 6873
 
Kkirby - Re: IDCC

"Receivables Mar.31 were around $29 million, up from $16 million. The total sales for the company for the Dec.31 and Mar.31 quarters were ~$30.5 million. "

This is usually a great sign that the company is stuffing the channel and demand is really coming down (they might be afforing every incentive so that they can meet the number).

Giant increases in accounts receivables are always a terrible sigh of business outlook.

Michail


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News